Case Studies

Social Communications outsourced their finance function to a local firm of accountants. Unfortunately, this meant that they were always making management decisions based on old historic data. With the company planning a growth strategy, they needed to bring finance in house but without employing someone to do this. As outsourced FD my first job was to use in-house software and Xero fitted the bill. John and his fellow director Caty could initially enter the data and I could ensure accuracy until a part-time accountant could be employed. My involvement is to now support the growth of the initial business and the new subsidiary companies, while providing guidance to the in-house accountant.

” Sue has given is so much more visibility of your business finance. With an outsourced solution, our figures were always out of date. We are now looking forward to growing the business with Sue’s support and guidance”

John Quinton-Barber, Managing Director

One of my long-term clients is Hatters.  My work with them has changed over the years but I have always aimed to give the team the support they need. Another conversion to Xero and I am able to support the in-house finance team where needed.

“I have known Sue since we first met networking in 2008. When I wanted to move my accounts system to Xero, Sue was the obvious person to ask. Hatters has worked with Sue ever since although her role has evolved over the years. Sue has always been there to support the business and I really appreciate both her finance and business knowledge.”

Jo Shippen, Hatters

Like many of my clients, Salesworxs came to me as a referral and I have worked with the company since it was formed four years ago. Typically, I work on Xero in the cloud and all the accounting function is set up to work virtually. I work closely with Richard, the Managing Director, and he appreciates the access at any time to the company’s trading results, which are kept fully up to date with the bank feed and prompt entry of invoices and bills.

“Working with Sue is a pleasure and very reassuring. As a growing SME, my time is pulled in many directions and it’s super comforting to know that all our finances and reporting are in safe hands. The fact that I don’t have to proactively contact Sue is testament to what a brilliant job she does for us, how well organised and knowledgeable she is. The implementation of Xero from the very early days has given me instant and up to date access to all the financial information I need as the owner of a growing business.”

Richard Newman, Managing Director